SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

1,046 hedge funds and large institutions have $25B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 441 increasing their positions, 344 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
143
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.94M
Puts
$636K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
176
Sargent Investment Group
Maryland
$14.5M
AWM
177
Atticus Wealth Management
Florida
$14.5M
KWM
178
Kingsview Wealth Management
Oregon
$14.4M
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$14.4M
SF
180
Symphony Financial
Texas
$14.2M
PA
181
Probity Advisors
Texas
$14.2M
DWM
182
Dogwood Wealth Management
Kansas
$14.1M
MWM
183
Meridian Wealth Management
Kentucky
$14.1M
VBFP
184
Valtinson Bruner Financial Planning
Minnesota
$13.8M
MFA
185
Millington Financial Advisors
Illinois
$13.6M
SI
186
Stephens Inc
Arkansas
$13.5M
CSP
187
Cary Street Partners
Virginia
$13.4M
KAS
188
Kestra Advisory Services
Texas
$13.4M
Legacy Financial Group (Iowa)
189
Legacy Financial Group (Iowa)
Iowa
$13.2M
HPC
190
Hobart Private Capital
North Carolina
$13M
DI
191
Diligent Investors
California
$12.8M
ORG
192
Optimist Retirement Group
Washington
$12.8M
NC
193
NewSquare Capital
Pennsylvania
$12.7M
GIA
194
GHP Investment Advisors
Colorado
$12.6M
FC
195
Financial Council
Maryland
$12.5M
LFG
196
Larson Financial Group
Missouri
$12.4M
Lido Advisors
197
Lido Advisors
California
$12.3M
RWM
198
Reston Wealth Management
Virginia
$12.2M
MPM
199
Meritage Portfolio Management
Kansas
$12M
CF
200
Collier Financial
Colorado
$11.8M